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EquityELSSDirect · Growth

HDFC ELSS Tax saver - Growth Option - Direct Plan

HDFC · Scheme 119060

1,524.30 0.56%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
15.7%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.20%
3 Months+5.27%
6 Months-2.41%
1 Year+1.11%
3 Years (CAGR)+15.72%
5 Years (CAGR)+16.41%
10 Years (CAGR)+14.14%
Since Launch+14.35%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns64
Consistency59
Risk-adjusted48
Downside protection47
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +15.7%
  • 3Y CAGR vs category: +2.4% vs category avg
  • Positive 3Y windows: 92% of rolling 3Y windows positive
  • Return stability: rolling-return std 8.8%
  • Alpha vs benchmark: +6.7%

What to watch

  • 1Y return: +1.1%
  • 1Y return vs category: -3.4% vs category avg
  • Beat category: beat category in 51% of windows
  • Sharpe ratio: 0.53

Risk metrics

Sharpe ratio
0.53
Sortino ratio
0.67
Volatility
16.14%
Max drawdown
-44.14%
Downside capture
83.20%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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